We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund
PDI

337 hedge funds and large institutions have $1.19B invested in PIMCO Dynamic Income Fund in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 159 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

10% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$108M)

2% more funds holding

Funds holding: 329 → 337 (+8)

1.71% more ownership

Funds ownership: 15.02% → 16.74% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
337
Holders Change
+8
Holders Change %
+2.43%
% of All Funds
4.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
159
Reduced
84
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GP
Gridiron Partners
Pennsylvania
+$65.5M
2
Morgan Stanley
Morgan Stanley
New York
+$15M
3
LPL Financial
LPL Financial
California
+$14.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.55M
5
NA
NewEdge Advisors
Louisiana
+$4.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$3.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.4M
3
BRWA
B. Riley Wealth Advisors
Florida
-$2.91M
4
DWM
Drive Wealth Management
Utah
-$2.17M
5
ACM
AlphaStar Capital Management
North Carolina
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
251
Summitry LLC
California
$238K – – –
MYIA
252
Mount Yale Investment Advisors
Colorado
$237K +$230K +11,841 New
VWA
253
Visionary Wealth Advisors
Illinois
$235K +$601 +31 +0.3%
LAM
254
Lifestyle Asset Management
Texas
$235K +$230K +11,856 New
CIA
255
Capital Investment Advisors
Georgia
$233K -$1.92K -99 -0.8%
NAS
256
NWF Advisory Services
California
$232K +$6.44K +332 +3%
OPWM
257
Oxinas Partners Wealth Management
Indiana
$231K -$3.67K -189 -2%
NS
258
NBC Securities
Alabama
$228K +$2.95K +152 +1%
IWA
259
Integrity Wealth Advisors
California
$221K +$221K +11,400 New
AAS
260
Ameritas Advisory Services
Nebraska
$219K -$14.7K -759 -6%
US Bancorp
261
US Bancorp
Minnesota
$217K -$839K -43,254 -80%
LIM
262
Leavell Investment Management
Alabama
$216K +$209K +10,800 New
TA
263
TPG Advisors
Illinois
$215K – – –
CA
264
CWC Advisors
Oregon
$215K +$210K +10,838 New
CW
265
CreativeOne Wealth
Kansas
$214K -$80.7K -4,159 -28%
CWP
266
Concord Wealth Partners
Virginia
$213K +$9.83K +507 +5%
NI
267
Natural Investments
California
$209K -$47.9K -2,472 -19%
FWP
268
Firethorn Wealth Partners
Georgia
$208K +$6.83K +352 +3%
CGH
269
Crossmark Global Holdings
Texas
$208K +$3.63K +187 +2%
JSW
270
Journey Strategic Wealth
New Jersey
$204K -$38.8K -2,000 -16%
EW
271
Evoke Wealth
California
$204K +$198K +10,233 New
FCA
272
FLC Capital Advisors
California
$201K – – –
CWA
273
Consilium Wealth Advisory
Texas
$198K – – –
IWA
274
Icon Wealth Advisors
Texas
$194K -$10.2K -524 -5%
GP
275
Gridiron Partners
Pennsylvania
$185K +$65.5M +3,379,138 New
9 10
11
12 13

PDI Hedge Fund Activity: Q3 2025 in Review

337 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Fund (PDI) for Q3 2025, worth a combined $1.19B — up 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PDI positions and 25 closed out — a net gain of 12 holders — while 159 added to existing stakes and 84 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $65.5M. The largest seller was Cohen & Steers, cutting an estimated $3.58M.

  • 337 institutional investors held PIMCO Dynamic Income Fund (PDI) as of Q3 2025, up from 329 in Q2 2025.
  • Funds reported $1.19B of PIMCO Dynamic Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 37 funds opened new PIMCO Dynamic Income Fund positions in Q3 2025 and 25 closed out, a net change of +12 holders.
  • The largest PIMCO Dynamic Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $65.5M added.
  • The largest PIMCO Dynamic Income Fund seller in Q3 2025 was Cohen & Steers, an estimated $3.58M sold.

Based on aggregated 13F filings for Q3 2025.